Copying checklists into the client files

Instructional video: https://vimeo.com/myjazzit/review/297357909/d56dd13e70
The process for copying in the Jazzit Programs and Checklists into the Firm’s Master files will be the same process as copying from the Firm Master file to the client file. If the Firm Master File is being used the Jazzit Administrator should add the Jazzit Checklist templates to the Firm Master File otherwise Checklists should be copied from the Jazzit Checklist Master file.
In this example we will be copying the Jazzit Programs and Checklists from the Jazzit Checklist Master (i.e. PEG Audit Master) to a client file. Note that you can substitute the Jazzit Checklist Master file with a Firm Master file if the checklists have been copied to the Firm Master file.
 
  • Open the client file in Caseware Working Papers and go to File > Copy Components
  • The Copy Components Wizard will open. Select the Copy Into This File option.
     
     
  • Click on the File tab and browse to where you have saved the Jazzit Checklist Master file.
     
     
  • Select the PEG Audit Master.ac file and click on the Next button to continue to the next screen.
  • The Copy Components screen will allow you to choose which components you want to copy from the Jazzit Programs and Checklists Master file. Select The following components and check the Documents option.
    a)     You can either click on the Deselect All button and manually select which folders and/or templates you want to copy in OR click on the Select All button if you wish to copy in all the Jazzit Checklist templates.
    b)     Click on the Next button to continue to the next screen.
     
    The Document control JZPCKEY(A) template should always be copied into the client file. This document serves several important functions including connecting checklists to the Resource Centre. 
     
  • The Clearing Components screen can be ignored. Click on the Next button to continue to the next screen.
  • The Copy Components Wizard Complete screen provides you with a summary of what components you have selected to copy as well as the destination and source files. Click on the Finish button to continue to the next screen.
  • Your document manager will now have all the checklists at the top of the Document Manager within their respective folders.
     
     
  • We recommend leaving all checklists at the top of the document manager instead of sorting each document to their respective category. This is recommended for two primary reasons:
  • Easy deletion of all programs and checklist templates if required in the future, and
  • Eliminates the need to renumber each document index number so they are sequential within their own category.